9 July 2025

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7 examples of how the new super tax will be calculated The revolt against Baby Boomer wealth Meg on SMSFs: Withdrawing assets ahead of the $3m super tax Are franking credits hurting Australia’s economy?Here's what should replace the $3 million super tax

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Home / 522

Edition: 522

1-8 out of 8 results.

Welcome to Firstlinks Edition 522 with weekend update

17 August 2023
5

Investors should not be disappointed if their fund managers are doing exactly what they promised but the market is, perhaps temporarily, working against their style. It would be worse if manager compromised what they were supposed to believe in. Plus life expectancy and retirement returns.

30-year chart is pointer to retirement outcomes

Graham Hand
16 August 2023
12

A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say about returns, ignoring the pessimism that the future will be worse?

Fixing advice needs for retirees frozen in the headlights

Kaye Fallick
16 August 2023
27

The number of financial planners is shrinking, the price is increasing, and trust is still low. With increasing numbers of Baby Boomers heading into retirement, the need for advice has arguably never been greater.

The current system is ill-equipped for shift to EVs

Ofer Karliner, Ben McVicar
16 August 2023
14

Trillions need to be spent upgrading grids, transmission distribution and charging infrastructure. Electric utilities are a low-risk way to play this multi-decade growth theme to energy transition.

Which country will be the next China?

Jason Hsu
16 August 2023
18

As geopolitical tensions rise, Western countries are trying to de-couple from China and source products from other nations. The question is: which countries can replace China as the world's manufacturing powerhouse?

The accounting tricks that ASX companies play

Hugh Dive
16 August 2023
2

It's ASX reporting season and sometimes all isn't what it seems in a company's financial accounts. Here's a guide on what to look out for when analysing financial statements to help you spot potential red flags.

A world out of sync with inflation

Francis A. Scotland
16 August 2023
1

What went up in 2020-21—cryptocurrency, commodities, real estate, and economic growth —has retreated in perfect sequence starting late 2021 and early 2022. Now it is inflation’s turn, though don't tell the Fed that.

Reform needed to allow donations from super to charity

Rohani Bixler
16 August 2023
8

Superannuation is a valuable investment vehicle and deciding the intended recipient of these funds in the event of death is crucial. Yet there's a significant limitation: super benefits can't be allocated to charities.

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Most viewed in recent weeks

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

ASFA
18 June 2025

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

James Gruber
11 June 2025

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Meg Heffron
4 June 2025

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

James Gruber
18 June 2025

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

The huge cost of super tax concessions

The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers' money.

Ron Bird
4 June 2025

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